Reports
In-depth stock reports from our team
AI Security Is Growing, but Not Every Security Stock Is Cheap — U.S. Cybersecurity Investment Strategy
Goguma Team · October 22, 2026Palo Alto Networks (PANW)CrowdStrike Holdings (CRWD)Fortinet (FTNT)Zscaler (ZS)Based on U.S. closing prices on October 21. We compare AI security demand, earnings, cash flow, and dilution at PANW, CRWD, FTNT, ZS, and CHKP to identify current investment candidates and prices worth waiting for. We also reviewed OKTA, NET, TENB, and S.
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Hold on, but don’t chase — Today’s game plan for Samsung Electronics and SK hynix
Goguma Team · October 22, 2026Samsung Electronics (005930)SK Hynix (000660)As of October 22, 09:21. We analyze the U.S. regular-session rebound alongside after-hours weakness in semiconductors, and distinguish the conditions for holding, adding, or trimming Samsung Electronics and SK hynix based on price levels and business fundamentals.
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The Rebound Is Holding, but the Recovery Is Incomplete — Samsung Electronics and SK hynix at the Close
Goguma Team · October 21, 2026Samsung Electronics (005930)SK Hynix (000660)We assess the October 21 closing price against the morning’s fixed benchmark. We distinguish between real demand, the extent of the market recovery, and shifts in buying and selling by retail investors, foreign investors, and institutions, and outline conditions for holding, adding, or trimming positions.
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Same Defense Sector, Different Risks — LIG Defense & Aerospace and Hanwha Aerospace
Goguma Team · October 21, 2026LIG Defense & Aerospace Co., Ltd. (079550)Hanwha Aerospace (012450)As of the regular-session close on October 21. We distinguish LIG’s risk of bidding restrictions from Hanwha’s delivery and inspection delays, correct our July assessment, and reassess the conditions for holding or trimming existing positions.
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What to Do With Existing Holdings Amid the Rebound
Goguma Team · October 21, 2026Samsung Electronics (005930)SK Hynix (000660)A review of the rebound in Samsung Electronics and SK hynix as of 09:49 KRX time on October 21. We distinguish price levels that strengthen the case for holding from warnings of a failed rebound and the actual conditions for reducing holdings.
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AI Is Growing, So Why Are Semiconductor Stocks Crumbling?
Goguma Team · October 20, 2026Samsung Electronics (005930)SK Hynix (000660)Conditions for holding or trimming Samsung Electronics and SK hynix, based on the October 20 KRX·NXT close and U.S. premarket, weighing AI investment returns, memory competition, and capital allocation.
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The LG Trio, the order in which dreams become numbers - LG Electronics, LG CNS, LG Innotek
Goguma Team · July 23, 2026LG Electronics (066570)LG CNS (064400)LG Innotek (011070)All three are talking about AI. Which one should you buy first, and at what price?
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When is the right time to buy - SK Hynix and Samsung Electronics Response Report
Goguma Team · July 20, 2026SK Hynix (000660)Samsung Electronics (005930)Where to buy — After passing Tuesday's forced selling, from SK Hynix 1.68~1.79 million · Samsung 217~232 thousand Target prices remain unchanged (SK Hynix 2.6 million +41% · Samsung 330 thousand +29%)
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Is Divergence Still the Theme? — Re-examining the Major Correction in Defense Stocks (Hanwha Aerospace · LIG Nex1 · Hyundai Rotem · Hanwha Systems)
Goguma Team · July 18, 2026Hanwha Aerospace (012450)LIG Defense & Aerospace Co., Ltd. (079550)현대로템 (064350)한화시스템 (272210)-26% to -60% from Peak — Is the investment thesis dead, or has the bubble just cleared? Actual supply and demand data reveals the answer
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Earnings are the Rearview Mirror, Regulation is the Windshield - Kiwoom Securities · Korea Investment Holdings · KODEX Securities
Goguma Team · July 18, 2026Kiwoom Securities Co., Ltd. (039490)Korea Investment Holdings (071050)KODEX 증권 (102970)Why Record-High Earnings and a -35% Drop from the Peak Coexist — and What to Pick vs. Avoid Within Them
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Global Correction and South Korea's Amplification
Goguma Team · July 13, 2026Samsung Electronics (005930)SK Hynix (000660)The trigger is the global semiconductor valuation correction, while the weapon is Korea's unique supply-demand mechanism.
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Reinvesting Semiconductor Profits into Healthcare
Goguma Team · June 17, 2026SK Hynix (000660)Samsung Electronics (005930)유한양행 (000100)알테오젠 (196170)Maintaining exposure to the supercycle while trimming positions to invest in healthcare, an area overlooked by consensus
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Doosan Enerbility - The Bottleneck of Power, the Present of Gas Turbines, and the Future of SMR
Goguma Team · June 16, 2026Doosan Enerbility (034020)The Power Supercycle Driven by AI — Gas Turbines for Earnings, Nuclear and SMR as Options
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The Invisible Monopoly, The Last Gateway to Advanced Processes (HPSP — The World's Only High-Pressure Hydrogen Annealing)
Goguma Team · June 15, 2026HPSP (403870)Equipment Called Upon Simultaneously by HBF, 2nm, and New Fabs — And a Position That Has Surpassed the Target Price
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The Purest NAND, The Steepest Path (SanDisk)
Goguma Team · June 15, 2026SanDisk (SNDK)A Pure Play Created by Spin-off — 30x in One Year, and at the Peak of a Supercycle
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Even When War Ends, Weapons Do Not Stop
Goguma Team · June 15, 2026Hanwha Aerospace (012450)LIG Defense & Aerospace Co., Ltd. (079550)한국항공우주 (047810)The Paradox of Peace — The Day Peace Is Declared, Rearmament Begins
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No Matter Who Wins, Memory Wins
Goguma Team · June 14, 2026Samsung Electronics (005930)SK Hynix (000660)Whoever wins the chip war — all accelerators need fast memory
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From the Era of Automobiles to the Era of Robots
Goguma Team · June 14, 2026Hyundai Motor (005380)Hyundai Mobis (012330)The market has begun to price in the future — A foundation in core business, a ceiling in Physical AI
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An Era Where Even Models Cannot Cross Borders
Goguma Team · June 14, 2026NVIDIA Corporation (NVDA)Broadcom Inc. (AVGO)마벨 (MRVL)LG CNS (064400)The Value of Five Companies Rewritten by Sovereign AI
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The End of the Cycle, The Beginning of Contracts
Goguma Team · June 8, 2026Samsung Electronics (005930)SK Hynix (000660)Memory is no longer a spot-market business — when beliefs change, prices follow
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Betting on the Growth of the 3 LG Siblings
Goguma Team · June 4, 2026LG Electronics (066570)LG Innotek (011070)LG CNS (064400)Future Value Calculated via Bull SOTP Driven by Catalysts
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NVIDIA GTC TAIPEI 2026 · Keynote & Market Verdict & Growth Map
Goguma Team · June 2, 2026NVIDIA Corporation (NVDA)CoreWeave (CRWV)Dell (DELL)CrowdStrike Holdings (CRWD)Keynote and Market Verdict On the day Jensen Huang declared the "GDP generator," the US stock market responded with an all-time high
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Shipbuilding and Nuclear Power: The Intersection of Two Cycles
Goguma Team · May 28, 2026Samsung Heavy Industries (010140)Doosan Enerbility (034020)Re-examining these two stocks from four perspectives after a -16% drop in just one month
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LG CNS Deep Dive — Korea's New Financial Infrastructure Company
Goguma Team · May 27, 2026LG CNS (064400)Classifying LG CNS simply as an 'LG Group IT subsidiary' is no longer accurate. As of 2026, the company stands as the second-largest cloud MSP in Korea, the sole developer of the Bank of Korea's CBDC system, the first Korean IT firm to enter the Southeast Asian AI data center market, and the first Korean IT service provider to step into the physical AI market.
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